SpringVest Wealth Management

SpringVest Wealth Management as of March 31, 2025

Portfolio Holdings for SpringVest Wealth Management

SpringVest Wealth Management holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 18.2 $22M 269k 81.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.8 $13M 24k 532.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.1 $9.8M 17k 561.09
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 7.6 $9.2M 184k 49.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.1 $8.6M 109k 78.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.1 $4.9M 185k 26.58
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.6 $4.3M 103k 42.06
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.5 $4.3M 137k 31.23
American Electric Power Company (AEP) 3.1 $3.8M 35k 109.27
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.0 $3.6M 95k 38.44
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $2.8M 101k 27.96
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $2.7M 54k 49.90
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.9 $2.3M 23k 98.70
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $1.9M 33k 58.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $1.7M 20k 82.73
Spdr Gold Tr Gold Shs (GLD) 1.4 $1.6M 5.7k 288.14
Dimensional Etf Trust Short Duration F (DFSD) 1.2 $1.5M 32k 47.52
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $1.5M 16k 91.73
John Hancock Exchange Traded Multifactor Mi (JHMM) 1.2 $1.5M 25k 57.30
Apple (AAPL) 0.9 $1.1M 5.0k 222.13
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $1.1M 18k 59.75
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.8 $1.0M 34k 29.58
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $954k 11k 91.03
Dimensional Etf Trust Us High Profitab (DUHP) 0.7 $817k 25k 33.14
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $783k 36k 21.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $748k 2.1k 361.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $739k 30k 25.04
Spdr Ser Tr Portfolio Short (SPSB) 0.6 $713k 24k 30.10
Ishares Tr Core S&p500 Etf (IVV) 0.6 $712k 1.3k 561.79
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.6 $707k 6.6k 106.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $633k 8.1k 78.28
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $548k 2.1k 258.62
Vanguard Index Fds Value Etf (VTV) 0.5 $547k 3.2k 172.74
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $541k 11k 47.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $536k 11k 49.62
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $530k 21k 25.89
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $520k 6.6k 79.37
NVIDIA Corporation (NVDA) 0.4 $489k 4.5k 108.39
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $472k 6.9k 68.01
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $472k 20k 23.77
Sprott Physical Gold Tr Unit (PHYS) 0.4 $466k 19k 24.06
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $426k 6.1k 70.21
Microsoft Corporation (MSFT) 0.3 $415k 1.1k 375.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $397k 772.00 513.91
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $356k 4.0k 88.90
Duke Energy Corp Com New (DUK) 0.3 $355k 2.9k 121.96
Vanguard World Mega Grwth Ind (MGK) 0.3 $348k 1.1k 308.88
Chevron Corporation (CVX) 0.3 $312k 1.9k 167.29
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $311k 1.6k 194.04
Unified Ser Tr Ballast Smlmd Cp (MGMT) 0.2 $269k 7.0k 38.60
Philip Morris International (PM) 0.2 $253k 1.6k 160.08
Amazon (AMZN) 0.2 $250k 1.3k 190.26
ConocoPhillips (COP) 0.2 $245k 2.3k 105.01
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $224k 2.7k 82.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $204k 3.4k 60.66
Exxon Mobil Corporation (XOM) 0.2 $204k 1.7k 118.95